Stanley Capital Management, LLC Top Holdings and 13F Report (2024) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $514.73 million in total holdings as of September 30, 2024.Stanley Capital Management, LLC owns shares of 37 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 38 new stocks and bought additional shares in 5 stocks.Stanley Capital Management, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Vertiv $41,586,820Meta Platforms $27,992,316Oracle $22,969,920Fiserv $22,556,675Elevance Health $21,892,000 Largest Purchases this Quarter VESTIS CORPORATION 265,000 shares (about $3.95M)Western Alliance Bancorporation 37,000 shares (about $3.20M)Global Payments 20,000 shares (about $2.05M)Axalta Coating Systems 50,000 shares (about $1.81M)Ulta Beauty 4,630 shares (about $1.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanley Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$41,586,8200.0%418,0008.1%Computer and TechnologyMETAMeta Platforms$27,992,3160.0%48,9005.4%Computer and TechnologyORCLOracle$22,969,9200.0%134,8004.5%Computer and TechnologyFIFiserv$22,556,6750.0%125,5594.4%Business ServicesELVElevance Health$21,892,0000.0%42,1004.3%MedicalCORPAY INC$21,827,5200.0%69,7904.2%COM SHSMCKMcKesson$20,370,1040.0%41,2004.0%MedicalAMATApplied Materials$20,164,5910.0%99,8003.9%Computer and TechnologyCTVACorteva$20,088,5440.0%341,7003.9%Consumer StaplesAVTRAvantor$18,070,1960.0%698,5003.5%MedicalWALWestern Alliance Bancorporation$16,606,080$3,200,130 ▲23.9%192,0003.2%FinanceCNCCentene$16,471,2640.0%218,8003.2%MedicalVNTVontier$15,857,8000.0%470,0003.1%Business ServicesALITAlight$15,546,1790.0%2,100,8353.0%Computer and TechnologyIGTInternational Game Technology$14,952,6000.0%702,0002.9%Consumer DiscretionaryGPNGlobal Payments$14,913,171$2,048,400 ▲15.9%145,6082.9%Business ServicesBACBank of America$14,528,5150.0%366,1422.8%FinanceAXPAmerican Express$13,242,6960.0%48,8302.6%FinanceACMAECOM$12,020,6280.0%116,4002.3%ConstructionULTAUlta Beauty$11,568,538$1,801,626 ▲18.4%29,7302.2%Retail/WholesaleVESTIS CORPORATION$11,045,370$3,948,500 ▲55.6%741,3002.1%COM SHSGSThe Goldman Sachs Group$10,703,7840.0%21,6192.1%FinanceGOOGLAlphabet$9,751,9800.0%58,8001.9%Computer and TechnologyFANGDiamondback Energy$9,654,4000.0%56,0001.9%Oils/EnergyRHIRobert Half$9,538,0430.0%141,4931.9%Business ServicesARMKAramark$9,086,0580.0%234,6001.8%Consumer StaplesTRIPTripadvisor$9,065,0600.0%625,6081.8%Retail/WholesaleASMLASML$8,332,5000.0%10,0001.6%Computer and TechnologyMOSMosaic$7,945,6260.0%296,7001.5%Basic MaterialsAXTAAxalta Coating Systems$7,838,754$1,809,500 ▲30.0%216,6001.5%Basic MaterialsMCOMoody's$7,478,5900.0%15,7581.5%FinanceSTGWStagwell$6,671,4010.0%950,3421.3%Business ServicesMSFTMicrosoft$6,323,2590.0%14,6951.2%Computer and TechnologyOVVOvintiv$5,248,4700.0%137,0001.0%Oils/EnergyPRMPerimeter Solutions$4,694,0500.0%349,0000.9%Basic MaterialsGOOGAlphabet$4,173,0620.0%24,9600.8%Computer and TechnologyMANManpowerGroup$3,955,3760.0%53,8000.8%Business ServicesHGVHilton Grand Vacations$0$11,013,132 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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